|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$22M
|
+$1.39M
|
+89,830
|
+7%
|
|
|
2
|
1607 Capital Partners
Richmond,
Virginia
|
$12.1M
|
-$692K
|
-44,651
|
-5%
|
|
|
3
|
ProVise Management Group
Clearwater,
Florida
|
$4.84M
|
-$24.4K
|
-1,576
|
-0.5%
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.6M
|
+$3.62M
|
+233,562
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
+$501K
|
+32,328
|
+20%
|
|
|
6
|
Guggenheim Capital
Chicago,
Illinois
|
$1.35M
|
-$26K
|
-1,678
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$5.16K
|
+333
|
+0.5%
|
|
|
8
|
|
$909K
|
+$86.8K
|
+5,598
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$685K
|
-$3.94M
|
-254,046
|
-85%
|
|
|
10
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$591K
|
+$16.5K
|
+1,063
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$554K
|
-$2.63K
|
-170
|
-0.5%
|
|
|
12
|
|
$444K
|
-$13.8K
|
-893
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$342K
|
-$202
|
-13
|
-0.1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$276K
|
-$450
|
-29
|
-0.2%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$272K
|
-$6.65K
|
-429
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$260K
|
+$1.84K
|
+119
|
+0.7%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$211K
|
-$12.6K
|
-810
|
-6%
|
|
|
18
|
M&R Capital Management
Summit,
New Jersey
|
$192K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$50K
|
–
|
–
|
–
|
|
|
20
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
21
|
Founders Capital Management (Texas)
Houston,
Texas
|
$43K
|
–
|
–
|
–
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$24K
|
+$24.6K
|
+1,588
|
New
|
|
|
23
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$605
|
+39
|
+25%
|
|
